Version CP_23.08.01

Check out our August 2023 CasePacer Release

We have introduced new "export" options for all tables and indexes: allowing you to effortlessly export important data in PDF or Excel format. This enhancement simplifies the process and gives you more flexibility in managing and sharing your data effectively.

Export Option Buttons

CPD: Create an Activity Log in Case when uploading a file from the File Index.

Documents file index in acitivty log

CPD: Add a space between "CP Direct" in the "New Message" section.

add space for message cp direct

 

Remove the "NEW" badge from the main navigation in CP Vantage.

CP Vantage no new tagCP Vantage Report

CP: Change the status of a case for a client in the CP Direct Tab

Status update cp direct

Documents: We have made a change to the default sort order of the Request Date column in the Documents section. Now, the documents will be sorted in the most recent date order, making it easier for you to find the latest requests.

Default Sort DAte to newest date documents